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SPINNAKER INVESTMENT GROUP, LLC
CRD 283414File 801-107671
APPROVED
Retail clients
Custody
Filing as of Jun 2, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$1.07B
Above cohort median (national)
Discretionary AUM
$1.01B
Non-discretionary $66.0M
Clients
1,025
2,337 accounts
Employees
11
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- LARO
- Registration date
- Apr 15, 2016
- Principal office
- 4100 MACARTHUR BLVD., SUITE 120, NEWPORT BEACH, CA, 92660
- Phone
- (949) 396-6700
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.07B
- Discretionary AUM
- $1.01B
- Non-discretionary AUM
- $66.0M
- Discretionary accounts
- 2,294
- Non-discretionary accounts
- 43
- Total accounts
- 2,337
- AUM per client
- $1.0M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 11 | $9.3M |
| Insurance companies | 2 | $38.0M |
| Charitable organizations | 3 | $1.1M |
| High net worth individuals | 259 | $752.7M |
| Pension and profit sharing plans | 107 | $90.9M |
| Individuals (other than high net worth individuals) | 643 | $180.9M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- Yes
- Firm Custody Clients
- Yes
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.